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Wealthspire Advisors (New York)’s Shift4 FOUR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.68M Buy
+116,825
New +$5.05M 0.03% 241
2025
Q4 		– Sell
-275
Closed -$21.3K – 1700
2025
Q3 		$21.3K Buy
+275
New +$25.6K ﹤0.01% 1655

Other funds holding FOUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
MP
Maestria Partners Atlanta, Georgia $288M AUM 13.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s FOUR Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Shift4 (FOUR) in Q2 2026: 116,825 shares worth $5.68M. The stake represents 0.03% of the portfolio and ranks #241 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in FOUR as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in FOUR in Q3 2025 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Wealthspire Advisors (New York) held 116,825 shares of Shift4 worth $5.68M as of Q2 2026.
  • Shift4 was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Shift4 made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #241 holding.
  • Wealthspire Advisors (New York) first reported a position in Shift4 in Q3 2025 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.